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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,126 | $92,766-24.4% | $82,763-15.3% | $134,545-47.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.82% | 946.97%-956.8pp | 702.45%-712.3pp | 418.37%-428.2pp |
| Employer contribution / active EE | $1,597 | $3,273-51.2% | $3,008-46.9% | $4,742-66.3% |
| Participant deferral / active EE | $3,933 | $4,802-18.1% | $4,395-10.5% | $6,401-38.6% |
| Admin fee / account holder | $54,651 | $5,978+814.3% | $5,325+926.3% | $11,431+378.1% |